Foundation Wealth Management (Missouri)’s iShares North American Natural Resources ETF IGE Stock Holding History

Foundation Wealth Management (Missouri)’s Portfolio IGE Stock Details IGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,245	Closed	-$238K	–	45
2025 Q1	$238K	Buy	5,245 +114	+2%	+$5.08K	0.19%	40
2024 Q4	$219K	Buy	5,131 +125	+2%	+$5.66K	0.17%	42
2024 Q3	$221K	Hold	5,006	–	–	0.17%	40
2024 Q2	$220K	Hold	5,006	–	–	0.17%	42
2024 Q1	$225K	Hold	5,006	–	–	0.18%	35
2023 Q4	$204K	Buy	+5,006	New	+$203K	0.18%	35

Other funds holding IGE

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s IGE Position: Q2 2025 in Review

Foundation Wealth Management (Missouri) sold out of iShares North American Natural Resources ETF (IGE) in Q2 2025, closing a stake of 5,245 shares — an estimated $238K sold.

Foundation Wealth Management (Missouri) first reported a position in IGE in Q4 2023 and held it in 6 quarters. The position peaked at $238K in Q1 2025. 140 funds tracked by Wall St. Rank hold IGE as of Q2 2025.

Foundation Wealth Management (Missouri) reported no remaining iShares North American Natural Resources ETF position as of Q2 2025 after selling out during the quarter.
Foundation Wealth Management (Missouri) sold 5,245 iShares North American Natural Resources ETF shares in Q2 2025, an estimated $238K.
Foundation Wealth Management (Missouri) first reported a position in iShares North American Natural Resources ETF in Q4 2023 and held it in 6 quarters.
Foundation Wealth Management (Missouri)'s iShares North American Natural Resources ETF position peaked at $238K in Q1 2025.
140 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2025.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q2 2025, filed 23 Jul 2025.